![Financial Planning Day.png](/sites/default/files/styles/2_1_small/public/2024-08/15706.png?h=b530fb14&itok=nDB0YUw8)
12:00 - 1:30
United States
Saving for retirement is important. We’ll get into the facts about 401(k)s, 403(b)s, SEP-IRAs, SOLO 401(k)s, Traditional and Roth IRAs, the new Cal SAVERS program, and other tax-advantaged savings opportunities.
Presented by Heather C. Liston, CFP ®, EA, Clarity Financial
All Financial Planning Day workshops will be live-streamed. For in-person attendance, the workshops will be streamed in the 5th Floor Learning Studio. All programs are offered by Financial Planning Association of San Francisco.
Financial Planning Day
Discover valuable financial planning resources, including free, objective one-on-one counseling from CERTIFIED FINANCIAL PLANNER™ professionals. Participate in presentations on investing, retirement savings plans, California’s insurance crisis and tax season updates.
Work it
An ongoing series of virtual programs focused on supporting job and career seekers, personal finance needs and small business resources.